The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 8 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Lee was expelled from Columbia and blacklisted by Amazon over InterviewCoder
“And after a certain point, I mean, I built this cheating tool. I get kicked out of school. I get blacklists from Amazon.”
Siddharth: Turing works with seven of the eight frontier AI labs
“We work with seven out of the eight Frontier Labs. We work with OpenAI, Anthropic, Meta, Google, Microsoft, Nvidia, Amazon, anybody that's building a Frontier Foundation model, we are probably working with them already.”
Cloud giants must host foundation models even if they become low-margin commodities
“Microsoft doesn't care if the margins and foundation models are 80% or 30%. They can't lose that layer, right? Even if it's a commodity, it needs to be a commodity on Azure. Same thing with Amazon. Needs to be a commodity on AWS.”
Rangwalla: Coatue favors Amazon and Google as hybrid shortage players
“I actually think Amazon and Google are an unusual camp, and those are the two companies that we really like because they are also a bit of a hybrid, in that Google has TPUs that they sell, and Amazon has talked about selling Tranium, or at least openly discuss…”
Rangwalla: Microsoft, Amazon, and Meta multiples compressed as capex grew
“And so if you look at the multiples of Microsoft, of Amazon, of Meta, they've actually all compressed in the last couple of years because their capex is going up.”
Sundblad: Manufacturers lose labor primarily to logistics warehouses like Amazon
“I think the biggest problem for manufacturers when it comes to labor is that people are leaving the manufacturing industry as a whole. They might be going to work at an Amazon warehouse instead of in operations.”
Carlson: Amazon retail operated on 1.2% to 1.5% margins circa 2010
“And in retail, the margins are very lean. You know, I think somewhere, I don't know what it is today, but back then, like, 1.2 to 1.5% You don't have a lot of margins”
O'Shea: Turing Reaches $300M+ Revenue and $2.2B Valuation Profitably
“Three hundred million plus in revenue and profitable. Two hundred and twenty-five million in funding at a last valuation of 2.2 billion. A network of four million engineers and customers that include OpenAI, NVIDIA, Anthropoc, Google, Microsoft, Meta, Salesfor…”